WHAT WE DO
- Investment Planning & Management
- Tax Planning
- Retirement Cash Flow Planning
- Estate Planning
- Risk Management & Insurance
Building dreams one investment at a time.
Buying a home, building a business, enjoying your golden years – no matter your goals, Michael E. Fayed is here to help you reach them.
Whether you’re just starting out or approaching retirement, Mike will work with you one on one to chart a course from where you are today to where you hope to be tomorrow. Together, you’ll develop a robust, resilient investment strategy focused on achieving long-term results that are consistent with your defined goals.
But that’s only the beginning. Once your plan is in place, he will monitor the performance of your investments and recommend adjustments to your strategy as needed to safeguard your financial health and keep you on track to achieve your dreams.
And if you reach a new milestone or if life takes an unexpected turn, Mike will be here to help you adapt your plan to keep pace with your goals and timelines even as they continuously change and evolve.
Never compromise your dreams.
Did you know that your tax return can hold the keys to reaching your financial goals more quickly?
Let Michael E. Fayed apply his experience and expertise as both a CPA and Certified Financial Planner™ to help you develop an effective tax strategy as an integrated part of your overall financial plan.
Mike will work closely with you and your CPA to review your previous year’s tax return and identify opportunities to strengthen your financial position.
From tax-free income to strategic asset allocation, Mike can help you find ways to keep more of your hard-earned dollars and minimize the impact of your tax obligations on your progress toward achieving your dreams.
Please note: Cambridge does not offer tax advice.
As retirement approaches, everyone faces the same questions:
- How can I make my nest egg last?
- How can I make the most of my savings?
- Do I have enough to support the retirement I’ve always dreamed of?
However, the answers to these questions are different for everyone. Your goals, your lifestyle, your assets. All of these factors must be taken into consideration in managing your cash flow during your retirement years. With his background as both a CPA and Certified Financial Planner™, Michael E. Fayed has over a decade of experience helping clients enjoy a fulfilling retirement lifestyle free from the burdens of debt and financial uncertainty. Together, you’ll develop a plan to put the assets you have – including Social Security, pension income, IRAs and other investments – to work generating a rising stream of income that will sustain you throughout your journey into retirement, ensuring that your needs will be met both in the present and well into the future.
Your financial legacy begins today.
Your financial priorities don’t begin and end with your own needs and goals.
You also want to ensure that your loved ones can benefit from your financial resources now and for many years to come.
Michael E. Fayed will work closely with you and your attorney to help you develop an estate plan that will preserve and protect your hard-earned assets while providing for your spouse, your children and even future generations.
Please note: Cambridge does not offer tax advice.
There will always be circumstances beyond your control that can affect your financial well-being.
While you may not be able to predict or prevent these events, you can certainly be well prepared for them, which is why the right insurance coverage is a critical component of any financial plan.
Michael E. Fayed will work with you to evaluate your insurance needs against the big picture of your financial goals and needs.
Taking into account your age, income and assets, he’ll help you identify areas of potential vulnerability and advise you on the best insurance strategies to mitigate these risks.
Let Mike help you ensure that no matter what life brings, your family, your business, your property and your investments will be well protected.